Follow-up Actions: more than dispute management Friday, June 12 2026 počet na stránku My DSO Manager The Follow-up action provides dedicated management for cases requiring multiple exchanges, validations, negotiations, or actions over time. While it is particularly well suited to the management of disputes, this specific action can also be used in other situations requiring ongoing management and long-term follow-up. Please note: the Follow-up action should not be viewed solely as a dispute management tool. It serves as a dedicated workspace for coordinating multiple stakeholders, maintaining a history of decisions made, and managing situations that require several processing stages. The specific Follow-up action notably allows you to: Centralize comments and exchanges related to a case Associate one or several items Add attachments and supporting documents Send emails to the different stakeholders Reschedule follow-up actions Keep a history of the actions carried out until the situation is resolved. For more information regarding how Follow-up actions work, you can also refer to the following section: What is a specific follow-up action and how to use it? Examples of use of the specific Follow-up action: Legal litigation follow-up When a case is transferred to the legal department or to an external law firm, the Follow-up action allows a dedicated workspace to be maintained for handling the case until completion. This action facilitates : Adding an internal comment before escalation to legal collection Associating the related items to the case Centralizing exchanges carried out between the different stakeholders Monitoring the different stages of the legal process Installment payment schedule follow-up When a client has been granted credit payment facilities with several installments, the Follow-up action allows dedicated management of the commitments agreed with the client. This follow-up action then allows you to: Monitor the different scheduled payment dates Record exchanges carried out with the client Reschedule the next control actions Follow-up requiring several internal validations Some situations may require several exchanges or validations between different departments: Client Service, Sales, Collections, Management, etc. The Follow-up action then allows coordination of the actions carried out by the different stakeholders and keeps a centralized history of the case. It may notably allow you to: Monitor pending validations Share information between the different departments Keep comments related to the decisions made Manage the next actions to be carried out. The Follow-up action helps ensure structured management of cases requiring specific handling outside the standard collection process. Beyond disputes, it can be used to manage legal collection follow-up, payment plans, credit note requests, internal validation processes, or any other situation requiring multiple exchanges, decisions, or actions over time. It therefore serves as a dedicated coordination tool for centralizing communications, documents, comments, and actions related to the same case until its resolution. To go further in the use of Follow-up actions and the role of the resolution owner that can be assigned to these actions, you can also refer to the following section : What is a specific follow-up action and how to use it? To learn more about how Follow-up actions work, please also watch the video presentation below: What is a specific follow-up action and how to use it?